Send Automated Emails to Staff and Respondents

You can set up automated emails to go to respondents and staff, as responses are submitted and as they move through a workflow.

These emails form part of the post-submission process and include response confirmations and notifications, sending response documents, and notifying staff they need to take action in a workflow.

Before customizing your emails, we recommend choosing your email identity settings, so response and workflow emails come from a recognizable email address.

Response Emails

These emails are found in your form Settings > Response settings.

• Get notified by email about responses: These emails are sent to internal staff or other specified recipients when a response is submitted.
• Send respondent confirmation email: These emails are sent to respondents after their submission.

Workflow Emails

Enterprise plans only.

Create these emails in your form workflow as you build steps and transitions.

• Transition notifications: These emails are sent to reviewers or respondents when a response moves from one step to another in workflow.
• Step reminders: These emails are sent to reviewers or other internal staff when a response has been waiting in a workflow step for a set period of time.

Other Emails

• Saved response reminders: These emails are sent to respondents who have saved their progress but have not submitted the form. Find this in your form Responses > Saved responses > Manage responses and notifications.
• Scheduled snapshot emails: These emails are sent to admin users on a monthly or weekly basis and contain performance metrics. Set these up in Admin > Email snapshots.